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- Upturn Summary
- Fund Details
Upturn AI Summary
Founder-Led ETF(FDRS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FDRS
11/06/2026: FDRS (1-star) is currently NOT-A-BUY. Pass it for now.
FDRS is an actively managed ETF that provides targeted exposure to US companies where the founder maintains a significant leadership or board role. Its primary strength lies in its unique thematic focus, aiming to capture the 'founder effect'—the tendency for founder-led firms to prioritize long-term growth and innovation. The fund serves as a diversification tool for investors who believe corporate governance and visionary leadership drive superior performance, rather than just market capitalization. Key risks include higher expense ratios, lower liquidity, and concentration in growth-oriented stocks which are sensitive to interest rate changes. It is best suited for long-term, growth-oriented investors who want a thematic tilt in their portfolio and are comfortable with higher volatility and trading costs.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund specifically targets companies with characteristics often linked to aggressive long-term growth. |
| Momentum investor | Mixed fit | It may align with momentum trends when founder-led tech stocks lead the broader market. |
| Value investor | Mixed fit | Some founder-led firms may be undervalued, but the fund's focus is primarily on growth and governance factors. |
| Dividend/Income investor | Weak fit | The strategy is not designed to provide significant income or dividends. |
| Low-risk investor | Weak fit | The concentrated nature of the fund and its focus on growth stocks increase volatility risk. |
Investor Profile
Ideal Investor Profile
Investors seeking thematic exposure to high-growth, founder-led companies who are willing to accept higher expense ratios and lower liquidity.
Suitability
Best suited for long-term investors looking to diversify a core portfolio with specific factor exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth-oriented holdings are inherently more susceptible to market swings. |
| Market risk | High | The fund is heavily exposed to broad equity market performance and systematic risks. |
| Concentration | Medium / high | Limiting the universe to founder-led companies reduces diversification compared to broad market funds. |
| Tracking/expense | Medium | Active management entails higher expense ratios compared to passive index funds. |
| Liquidity | Medium | Lower average trading volume can result in higher transaction costs for investors. |
| Business/sector quality | Medium | The success of the fund is tied to the quality of management and execution within chosen holdings. |
Risk Analysis
Volatility
FDRS exhibits moderate to high historical volatility, reflecting its growth-biased portfolio construction.
Market Risk
The fund is subject to systematic equity market risk, with specific sensitivity to growth and tech sector performance.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Equities (Founder-Led) | 65 | These represent established companies where founders maintain influence over strategic direction. |
| Market capitalization | Mid/Small-Cap Equities (Founder-Led) | 30 | These holdings provide exposure to potentially higher-growth, founder-led innovative firms. |
| Cash/collateral | Cash and Equivalents | 5 | This small liquidity buffer is held for operational needs and daily trade execution. |
Analysis of Past Performance
Type ETF | Historic Profit -3.69% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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